| 05 Jan 2026, 14:27:25 UTC |
13F-HR |
GoalVest Advisory LLC |
2025 Q4
|
513
|
$522,069,451
|
| 05 Jan 2026, 14:25:02 UTC |
13F-HR |
Miller Global Investments, LLC |
2025 Q4
|
246
|
$110,463,091
|
| 05 Jan 2026, 13:26:28 UTC |
13F-HR |
CGN Advisors LLC |
2025 Q4
|
313
|
$1,262,383,525
|
| 05 Jan 2026, 13:22:55 UTC |
13F-HR |
JDH Wealth Management, LLC |
2025 Q4
|
51
|
$145,854,327
|
| 05 Jan 2026, 13:14:20 UTC |
13F-HR |
Aspen Wealth Management LLC |
2025 Q4
|
118
|
$476,152,163
|
| 05 Jan 2026, 13:05:06 UTC |
13F-HR |
Catherine Avery Investment Management LLC |
2024 Q4
|
175
|
$107,283,912
|
| 05 Jan 2026, 12:57:20 UTC |
13F-HR |
Legacy Wealth Management, LLC / MS |
2025 Q4
|
100
|
$374,558,309
|
| 05 Jan 2026, 12:56:13 UTC |
13F-HR |
GK Wealth Management LLC |
2025 Q4
|
191
|
$136,642,610
|
| 05 Jan 2026, 12:47:15 UTC |
13F-HR |
RK Asset Management, LLC |
2025 Q4
|
23
|
$106,002,000
|
| 05 Jan 2026, 12:17:16 UTC |
13F-HR |
Kopion Asset Management, LLC |
2025 Q4
|
18
|
$139,860,439
|
| 05 Jan 2026, 12:01:55 UTC |
13F-HR |
Grant Private Wealth Management Inc |
2025 Q4
|
135
|
$165,577,229
|
| 05 Jan 2026, 11:55:04 UTC |
13F-HR |
City Center Advisors, LLC |
2025 Q4
|
157
|
$108,667,466
|
| 05 Jan 2026, 11:29:17 UTC |
13F-HR |
CHESAPEAKE ASSET MANAGEMENT LLC |
2023 Q1
|
384
|
$109,278,935
|
| 05 Jan 2026, 11:24:06 UTC |
13F-HR |
CHESAPEAKE ASSET MANAGEMENT LLC |
2023 Q2
|
379
|
$110,760,403
|
| 05 Jan 2026, 11:16:43 UTC |
13F-HR |
CHESAPEAKE ASSET MANAGEMENT LLC |
2023 Q3
|
389
|
$102,690,485
|
| 05 Jan 2026, 11:13:12 UTC |
13F-HR |
Stairway Partners, LLC |
2025 Q4
|
18
|
$1,931,631,032
|
| 05 Jan 2026, 11:12:09 UTC |
13F-HR |
CHESAPEAKE ASSET MANAGEMENT LLC |
2023 Q4
|
376
|
$112,055,147
|
| 05 Jan 2026, 11:10:30 UTC |
13F-HR |
Union Bancaire Privee, UBP SA |
2025 Q4
|
501
|
$6,312,240,611
|
| 05 Jan 2026, 11:07:58 UTC |
13F-HR |
CHESAPEAKE ASSET MANAGEMENT LLC |
2024 Q1
|
291
|
$100,883,359
|
| 05 Jan 2026, 10:59:15 UTC |
13F-HR |
CHESAPEAKE ASSET MANAGEMENT LLC |
2024 Q2
|
300
|
$104,266,760
|
| 05 Jan 2026, 10:55:16 UTC |
13F-HR |
CHESAPEAKE ASSET MANAGEMENT LLC |
2024 Q3
|
491
|
$115,132,939
|
| 05 Jan 2026, 10:48:19 UTC |
13F-HR |
CHESAPEAKE ASSET MANAGEMENT LLC |
2024 Q4
|
493
|
$107,366,429
|
| 05 Jan 2026, 10:39:16 UTC |
13F-HR |
CHESAPEAKE ASSET MANAGEMENT LLC |
2025 Q1
|
516
|
$105,127,466
|
| 05 Jan 2026, 10:36:28 UTC |
13F-HR |
Trust Co of the South |
2025 Q4
|
136
|
$621,823,009
|
| 05 Jan 2026, 10:07:15 UTC |
13F-HR |
Foguth Wealth Management, LLC. |
2025 Q4
|
175
|
$645,140,214
|
| 05 Jan 2026, 09:49:25 UTC |
13F-HR |
Samson Rock Capital LLP |
2025 Q4
|
3
|
$61,293,847
|
| 05 Jan 2026, 09:38:04 UTC |
13F-HR |
Roxbury Financial LLC |
2025 Q4
|
371
|
$111,449,916
|
| 05 Jan 2026, 09:13:26 UTC |
13F-HR |
BURKETT FINANCIAL SERVICES, LLC |
2025 Q4
|
233
|
$293,035,227
|
| 05 Jan 2026, 09:03:29 UTC |
13F-HR |
Marathon Mission, Inc. |
2025 Q4
|
55
|
$172,882,318
|
| 02 Jan 2026, 19:58:38 UTC |
13F-HR |
GAMMA Investing LLC |
2025 Q4
|
4,065
|
$1,990,512,654
|
| 02 Jan 2026, 19:51:39 UTC |
13F-HR |
JACOBS & CO/CA |
2025 Q4
|
124
|
$1,059,767,000
|
| 02 Jan 2026, 19:04:00 UTC |
13F-HR |
Matthew Rosenberg |
2025 Q4
|
803
|
$482,825,315
|
| 02 Jan 2026, 16:19:19 UTC |
13F-HR |
Boltwood Capital Management |
2025 Q4
|
182
|
$384,558,402
|
| 02 Jan 2026, 15:18:39 UTC |
13F-HR |
LBJ Family Wealth Advisors, Ltd. |
2025 Q4
|
29
|
$181,823,000
|
| 02 Jan 2026, 14:52:52 UTC |
13F-HR |
McAlister, Sweet & Associates, Inc. |
2025 Q4
|
25
|
$131,706,820
|
| 02 Jan 2026, 14:51:33 UTC |
13F-HR |
First Financial Bank - Trust Division |
2025 Q4
|
205
|
$1,217,433,552
|
| 02 Jan 2026, 12:49:39 UTC |
13F-HR |
GP Brinson Investments LLC |
2025 Q4
|
15
|
$232,119,897
|
| 02 Jan 2026, 11:05:46 UTC |
13F-HR |
Insight Wealth Strategies, LLC |
2025 Q4
|
171
|
$872,144,816
|
| 02 Jan 2026, 07:53:17 UTC |
13F-HR |
Global Wealth Strategies & Associates |
2025 Q4
|
542
|
$401,090,862
|
| 02 Jan 2026, 07:14:42 UTC |
13F-HR |
CACTI ASSET MANAGEMENT LLC |
2025 Q4
|
79
|
$1,656,223,406
|